Microsoft Corporation

Meta Platforms, Inc.

Alphabet Inc.

Microsoft, Google, and Meta have cheerfully reported revenue and profit growth, not failing to emphasize the contribution of AI technologies to their successes. Individual AI startups also continue to energetically attract investment.&nbsp; So what is the AI race: a financial bubble or a new economy? It's an unprecedented question that worries both private investors and CEOs of major tech companies that have invested billions in AI. Let's try to figure out what's going on.

AI is starting to pay the bills: why the dot-com bubble story won't repeat itself


Oracle Corporation

Oracle Cloud Infrastructure platform could be among the top 4 largest global cloud providers, analyst says

Bernstein advises buying Oracle stock and expects it to grow 22%. What is the reason for the forecast?

Palantir Technologies Inc.

Palantir shares jumped nearly 10% to a new all-time high in trading on August 5


Palantir stock is already up 130% so far this year. What do analysts expect after the report?


CommScope Holding Company, Inc.

Amphenol Corporation

Shares of mid-cap network infrastructure provider  CommScope <a href="https://finance.yahoo.com/quote/COMM/">soared</a> more than 86% to a four-year high yesterday, Aug. 4. Its broadband connectivity and cable TV division will be bought by fiber-optic cable maker  Amphenol for more than triple the market capitalization of all of CommScope. The deal is an example of how AI is turning data-center components into one of the hottest areas of the market, <a href="https://www.barrons.com/articles/commscope-stock-amphenol-ai-data-center-4bac39e5?mod=RTA">writes</a>&nbsp;<i>Barron's</i>.

 CommScope nearly doubles after selling connectivity and cable division to Amphenol

91% of investment managers have used and plan to use artificial intelligence in their work, <a href="https://www.mercer.com/insights/investments/portfolio-strategies/ai-in-investment-management-survey/">cites</a> Mercer in its 2024 survey. AI is already analyzing data, identifying market trends and even forming portfolios. Ekaterina Smirnova found out what advantages and disadvantages an AI investor has.

Credit where credit is due: what investors can give AI credit for


Analysts didn't expect the company's sales to cross the $1 billion mark until the fourth quarter at the earliest

'Skeptics disarmed': Palantir revenue exceeds $1 billion for the first time Will it reach the peak?

On August 4, Palantir's securities hit an all-time high


'We need to smash all forecasts': what analysts are saying ahead of Palantir report


Argan, Inc.

Lumentum Holdings Inc.

Sterling Infrastructure, Inc.

Business Insider has highlighted three mid-cap AI stocks as recommended by&nbsp;<a href="https://www.businessinsider.com/big-tech-ai-bullishness-small-cap-opportunity-investing-2025-8?IR=T">money managers</a>. All of them are building infrastructure into the AI boom, from which everyone in the "data center building food chain" should benefit.

Investment managers name three mid-cap stocks rising on the AI boom

Several music bands<a href="https://pitchfork.com/news/king-gizzard-and-the-lizard-wizard-leave-spotify/">have removed</a> their albums from the streaming service Spotify due to the investment policy of the streaming service's founder and CEO Daniel Ek. The reason was his involvement in the military AI technology business. Musicians explain their departure by their unwillingness to have their art associated with war. For Oninvest, Roman Mighty examined how the development of the global market for AI-technology weapons and military robots is leading to the emergence of new companies with a billion-dollar valuation - and at the same time to fierce ethical disputes.

Robot warfare: how AI weapons create unicorns and ethical dilemmas


Trump Media & Technology Group Corp.

In the summer of 2025, Donald Trump's Trump Media &amp; Technology Group significantly expanded the area of its interests: the company now officially intends to deal with cryptocurrencies and artificial intelligence.&nbsp; Ksenia Turkova - on how the president and entrepreneur is creating a business around an alternative media reality.

The empire of the loyal: How Trump is turning loyalty into a media asset


Apple Inc.

Amazon.com, Inc.

Trump's new duties caused a collapse&nbsp;on the first day of August in markets that were in euphoria after reports&nbsp;from the largest US tech companies.&nbsp;Apple, Amazon, Microsoft and Meta beat analysts' expectations on earnings and revenue, despite some weak segments. At the same time, the luxury sector is still in crisis: Hermès shares sagged despite sales growth, while Kering is facing a 25% drop in Gucci revenue and a growing debt load. The Fed kept rates unchanged and Donald Trump criticized Jerome Powell again. The main events from July 28 to August 1 - in our review.&nbsp;

Highlights of the week: bigtech reports, Trump's duties and Figma's debut


Amazon shares fell 8.5 percent in trading on Friday


Artificial intelligence (AI)